Who Is This For?

Organisations with fewer than 200 employees and are looking to make multiple changes at once instead of managing this individually utilising the Self-Managed Data Guide.

To keep your People & Teams data up to date, you'll need to update Teamgage whenever:

1. Employees move teams
   
2. New employees join
   
3. People leave
   
4. A restructure takes place

You will need Admin access within Teamgage to complete any of the below steps.

Overview Of The Process

1. Export your current People & Teams data from Teamgage
   
2. Make changes in the spreadsheet
   
3. Upload the updated file to Teamgage
   
4. Our Support Team will validate the file and reach out to you if we need further clarification of the changes. You may receive an Import Preview to confirm user & team structures, which will require your approval prior to uploading into the system
   

Step 1. Export Your People & Teams Data

See How to Export your Users & Teams for instructions

Step 2. Make Changes Using The Downloaded Export File

You can complete all the following actions in one update/upload if you prefer

Add a New User

1. Navigate to the Users tab
   
2. A a new row with first name, surname, email & team
   
Copy & paste the TeamName from an existing user to ensure it matches exactly
3. Save the file
   

Remove a User

1. Navigate to the Users tab
   
2. Delete or clear the user's row
   
3. Save the file
   

Edit a User

1. Navigate to the Users tab
   
2. Locate the user and update the necessary details
   
3. Save the file
   

Add a New Team

1. Navigate to the Teams tab
   
2. A a new row with:
   
1. Team Name
   
2. Where it sits in the hierarchy
   
3. Manager email(s) for dashboard access
   
Always copy a TeamName from a similar team in the hierarchy and then edit, rather than typing it from scratch.
3. Save the file

Remove a Team

1. Navigate to the Users Tab
   
2. Update all team members of the team with their new TeamName
3. Navigate to the Teams tab
   
4. Delete or clear the team's row
   
5. Save the file